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Real-time decision-intelligence app turning live stock and crypto data into actionable buy/sell guidance.
AI equity research assistant surfacing insights from filings; strong traffic.
Digital wealth platform for accredited investors offering curated private funds, treasuries and structured products with low minimums.
AI financial advisor that aggregates net worth, scores portfolio risk, and gives tax and investing tips for DIY investors.
AI wealth-management app giving SEC-registered fiduciary advice on taxes, allocation, and retirement with no AUM fees.
No public pricing
Free trial available
No public pricing
Free trial available
No public pricing
- ✦Real-time market data processing
- ✦AI stock and crypto analysis
- ✦Combined fundamental and technical signals
- ✦Options flow and macro integration
- ✦Natural-language market questions
- ✦Mobile app with chat history
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- ✦Curated private-market funds
- ✦Automated Treasuries portfolio
- ✦Structured investment products
- ✦Lower minimums than private banks
- ✦SEC-registered; assets at BNY/Pershing
- ✦AI wealth tools (coming)
- ✦Net worth aggregation across brokerage, retirement, and crypto accounts
- ✦AI-driven portfolio strength scoring and risk alerts
- ✦Personalized investment recommendations tied to goals and tax impact
- ✦Continuous tax optimization suggestions
- ✦Retirement and estate planning scenario modeling
- ✦Hidden fee detection on paid tiers
- ✦10-day free trial on paid plans
- ✦AI tax optimization and tax-loss harvesting
- ✦Portfolio exposure X-ray across accounts
- ✦Cross-account asset-allocation advice
- ✦Retirement and FIRE planning
- ✦Fiduciary advice with no AUM fees
- ✦Read-only bank-level account aggregation
- →Decide whether to buy or sell a stock
- →Analyze crypto assets in real time
- →Get quick market summaries
- →Support trading and investing decisions
- →Effortless financial research enhanced by generative AI
- →Generating investment ideas
- →Streamlined due diligence
- →Tracking portfolio companies
- →Customized equity research solutions
- →Investing in private equity/credit/VC
- →Earning yield on cash
- →Diversifying with alternatives
- →Consolidating all investment and retirement accounts in one dashboard
- →Getting AI-generated portfolio rebalancing suggestions
- →Modeling retirement or estate planning scenarios
- →Identifying hidden fees across linked accounts
- →Optimizing taxes across investment accounts
- →Checking portfolio diversification and exposure
- →Planning for retirement
- →Self-managing wealth without an advisor